The successful execution of an equity or debt offering often requires a partner that is experienced in navigating the dynamic public market landscape and the regulatory and reporting complexities inherent in a capital markets transaction. Our team acts as a trusted partner and advocate for your company through the various stages of a capital markets transaction, and we leverage our depth of experience in SEC reporting, technical accounting, FP&A, and operations to provide a comprehensive, solutions-oriented approach to the transaction process. We have the ability to scale in order to meet high demand transaction timelines and treat your transaction deadlines as our own. This enables your company’s leadership to capitalize on windows of opportunity in the public markets while continuing to focus on strategic growth initiatives and value creation throughout the lifecycle of a transaction.
An IPO can be an attractive path to access capital to drive long-term growth and is often a transformational milestone for a private company. The IPO market is highly dynamic and, at times, volatile, with windows of opportunity for a public transaction opening and closing as macroeconomic and geopolitical factors shift and the regulatory environment changes. Our goal as an advisor is to put your company in the best position to not only capitalize on windows of opportunity to go public, but also to successfully operate as a public company post-transaction.
Perform initial IPO readiness assessment and gap analysis
Optimize accounting close process to comply with public company reporting timelines
Prepare historical annual and interim SEC compliant financial statements and footnotes
Draft Management’s Discussion & Analysis
Prepare pro forma financial statements
Support preparation of S-1 Registration Statement
The number of SPAC IPOs significantly increased in 2020 and 2021. As a result, the opportunity for a private operating company (the target) to merge with a SPAC through a de-SPAC transaction became a compelling alternative path to access the public markets to fund growth. The recent increase in SPAC transactions has been highly scrutinized by the SEC and underscores the importance of partnering with a skilled advisor to successfully execute a de-SPAC transaction within a company’s desired timeline.
Perform initial public company readiness assessment and gap analysis for SPAC target
Optimize accounting close process of SPAC target to comply with public company reporting timelines
Prepare historical annual and interim financial statements and footnotes for SPAC target
Draft Management’s Discussion & Analysis for SPAC target
Prepare pro forma financial statements to reflect the de-SPAC transaction
Support preparation of S-4 Registration Statement
Evaluate PIPE financing
Project management and coordination between the SPAC and SPAC target
A debt offering can be a desirable option to access capital to drive organic growth or facilitate an acquisition, recapitalization, or refinancing, and it is generally considered a faster, more cost effective path to capital as compared to an equity offering.
Support preparation of Offering Memorandum
Prepare required financial information and disclosures
Develop Management’s Discussion & Analysis
Calculate key debt ratios
Project management and coordination
When you choose Opportune, you gain access to seasoned professionals who not only listen to your needs, but who will work hand in hand with you to achieve established goals. With a sense of urgency and a can-do mindset, we focus on taking the steps necessary to create a higher impact and achieve maximum results for your organization.Leadership